Confluence Podcasts

Of what value to investors is a Federal Reserve Board chair who is a consensus builder? Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Ph...

In this month's Confluence Mailbag, Bill O'Grady and Mark Keller examine what Iran's shift to yuan-denominated oil transactions means for the dollar's reserve currency status and w...

The world has seen additional evidence this year that the United States is no longer the dominant power it once was. Confluence Chief Market Strategist Patrick Fearon-Hernandez joi...

The war in Iran is an event that is likely to change for the long term the way corporations manage their supply inventories. Think high instead of just in time. Confluence Chief Ma...

As the Strait Of Hormuz remains closed due to the war with Iran, Western nations have only limited tools to try to keep the price of oil in check. One strategy is to release stored...

Investors have already experienced dramatic initial volatility, but it appears that the war in Iran may also have significant long-term impacts on the financial markets. Confluence...

Bill O’Grady and Mark Keller tackle some pressing market topics, opening with a nuanced look at how the conflict in Iran might unfold and what current market expectations may be ov...

Now is a great time to revisit the Case for Hard Assets, an investment area that’s drawing considerable interest these days. Confluence Advisory Director of Market Strategy Bill O’...

After the war with Iran began, the dollar recorded its largest weekly advance since November 2024. But another traditional favorite destination for investors seeking safety, long t...

The increased supply of dollar-backed stablecoins has the potential for wide-ranging impacts, including support for the dollar and an infusion perhaps of demand for US Treasurys. I...

Younger investors appear to have more influence on the stock market than they used to and there are signs that they are becoming more cautious. Confluence Associate Market Strategi...

The subject this week is China and how the purge of government officials going on inside that country might eventually impact investors. Confluence Chief Market Strategist Patrick ...